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Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

62 hedge funds and large institutions have $252M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+19
Holders Change %
+44.19%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
22
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIP
Blueprint Investment Partners
North Carolina
$11.7M
2
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28M
4
LPL Financial
LPL Financial
California
$22.5M
5
SGI
Swan Global Investments
Colorado
$63.4M

Top Sellers

1
Jane Street
Jane Street
New York
$201K
2
KWM
Kingsview Wealth Management
Oregon
$1.4M
3
CCM
Chilton Capital Management
Texas
$762K
4
AFP
Ausdal Financial Partners
Iowa
$0
5
RGF
Retirement Guys Formula
Ohio
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
Novus Advisors
South Carolina
$858K +$858K +38,314 New
CAG
27
Csenge Advisory Group
Florida
$799K -$133K -5,936 -14%
CCM
28
Chilton Capital Management
Texas
$762K -$348K -15,514 -31%
RWM
29
Riverchase Wealth Management
Texas
$755K +$755K +33,704 New
SEIA
30
Signature Estate & Investment Advisors
California
$729K -$74.1K -3,310 -9%
SW
31
Simplicity Wealth
New Jersey
$671K +$671K +29,936 New
CW
32
CreativeOne Wealth
Kansas
$595K +$131K +5,832 +28%
BWMG
33
Barnes Wealth Management Group
California
$540K +$540K +24,119 New
WN
34
Williams & Novak
California
$519K +$519K +23,165 New
PAG
35
Private Advisor Group
New Jersey
$499K +$109K +4,853 +28%
GSEP
36
Golden State Equity Partners
California
$380K +$380K +16,980 New
CCFM
37
Clear Creek Financial Management
Washington
$293K -$1.7K -76 -0.6%
IWC
38
Integrated Wealth Concepts
Massachusetts
$292K +$292K +13,029 New
SPWG
39
Syntegra Private Wealth Group
Missouri
$283K -$7.28K -325 -3%
JSW
40
Journey Strategic Wealth
New Jersey
$276K -$27.9K -1,245 -9%
AAS
41
Avantax Advisory Services
Texas
$251K +$3.36K +150 +1%
EFS
42
Essex Financial Services
Connecticut
$227K +$227K +10,112 New
PSFG
43
Park Square Financial Group
Georgia
$201K +$201K +8,975 New
Jane Street
44
Jane Street
New York
$201K -$1.06M -47,502 -84%
Osaic Holdings
45
Osaic Holdings
Arizona
$186K +$18.4K +821 +11%
GRP
46
Global Retirement Partners
California
$180K +$157K +7,025 +685%
CFD
47
Creative Financial Designs
Indiana
$120K – – –
CJ
48
Caitlin John
Michigan
$118K +$49.8K +2,222 +73%
PA
49
Parallel Advisors
California
$100K -$3.56K -159 -3%
AWM
50
AE Wealth Management
Kansas
$98.3K +$98.3K +4,387 New
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2
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